Announcements

For a checklist of items we will need at tax filing time ... CHECK LIST.

Portal

We no longer use a folder structure in our Portal. The space you see is yours and yours alone. We only used folders in the past to avoid duplicate document names, i.e., W-2 for 2017 could be named the same as a W-2 for 2018. This is no longer an issue.

30 Day Window for Access

Documents in your Portal remain accessible for a period of 30 days. We can make them available to you again at any time. This is an extra security precaution.

Upload Button

When you are in the Portal, if you don't see the upload button, simply click on our logo in the upper left or Cook & Co. Tax Advisors on the black bar in the upper right of your screen.

Login using the email address associated with your account and your password.

Fees

Our pricing is very competitive for the services we provide.

Generally, our fee for individual tax filings is $385 plus, depending on the forms and schedules required to file your returns. There are exceptions, as we discount charges for really simple returns, dependents, family members, i.e., children or parents.

Corporations, Partnerships, Limited Liability Companies, Estates and Trusts are quoted on a case by case basis. The fee for preparing a reply to an IRS letter or notification (commonly called a correspondence audit) is generally $150. The average hourly fee for other services, such as representing a taxpayer at an IRS in-person, or field audit is $150.

There are two important segments of our site that we want to call to your attention; our news section, which features the latest news and announcements from us, and our financial calculators, self-help tools for your independent use.

A photo of our Tax Department. We completed renovations back in 1998, when we had just celebrated 40 years in business at the time and the firm had recently been featured in an editorial column of the Birmingham News. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.